Barry Ritholtz

AUGUST 31, 2023

Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world. Nvidia is not the first giant tech company to trade at a rich valuation.

Strategic Planning 98

Strategic Planning Construction Economics Valuation 98

VCFO

NOVEMBER 17, 2021

Highly analytical and forward-thinking, Dustin’s areas of expertise include structured finance, strategic planning, valuations, turnarounds, traditional and unconventional investments, mergers and acquisitions, joint ventures, global business management, executive partnerships, international negotiations, and revenue growth.

Valuation 52

Valuation Strategic Planning CFO Finance 52

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. This isn't just a hypothetical situation; it's a reality that businesses of all sizes face in today's increasingly digital world.

Investments 52

Investments Profit and Loss Securities Risk Management 52

Fpanda Club

SEPTEMBER 2, 2021

Corporate finance activities are extremely important as they are directly linked to the company’s strategy and have a huge impact on the shareholder value.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

CFO Thought Leader

JULY 9, 2024

Read More Transitioning to Silicon Valley, Khavkin joined eBay’s corporate development team, where he learned to align acquisition opportunities with the strategic goals of business units and technology leaders—experience that deepened his understanding of operational management and strategic planning.

CFO 52

CFO Leadership Strategic Planning Valuation 52

CFO News Room

DECEMBER 16, 2022

Thinking critically is of the utmost importance for business leaders when it comes time to make big decisions like hiring, budgeting, and strategic planning. Some people find investment banking, controllers, tax managers, and valuation analysts to be the most challenging, while others find corporate finance more difficult.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

VCFO

MARCH 17, 2023

Ensuring Proper Inventory Valuation When inventory is not valued properly, turnover ratios return false information, affect cash, and cloud understanding of how investment in inventory is affecting the business. Conversely, overstating inventory valuation will lead an organization to think it has too much inventory on hand.

Manufacturing 70

Manufacturing Forecasting Profit and Loss Benchmarking 70

Jedox Finance

JULY 11, 2023

1 These pros and cons are enough to motivate the C-suite to expedite their ESG efforts, starting with determining the department responsible for ESG planning and reporting. Using a centralized platform combines plans and makes them available to all teams responsible for ESG and other functional groups.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Compliance 52

VCFO

NOVEMBER 18, 2021

Merger & Acquisition Integration Plans. The M&A term sheet has been negotiated, due diligence has been completed and the valuation plus the timing has been agreed upon by both sides. What is a Merger & Acquisition Integration Plan?

Mergers and Acquisitions (M&A) 54

Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

CFO Talks

OCTOBER 1, 2024

Strategic Planning and Innovation: CFOs are key players in a company’s strategic planning , and part of their role is to look for areas where investments can boost innovation and long-term growth. Why is this important for CFOs?

Leverage 52

Leverage Investments Economics Accounting 52

Future CFO

DECEMBER 7, 2020

ST: I’m reporting to the CEO and board of directors, providing leadership in all aspects of business and finance, including strategic planning, annual business plan, rolling forecast, financial management, treasury, regulatory reporting, internal controls, taxation, and procurement.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

Barry Ritholtz

MAY 7, 2024

I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And so we offer that plan for $2,500. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500.

Advertising 59

Advertising Startups Technology Investments 59

Barry Ritholtz

SEPTEMBER 2, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries.

Strategic Planning 69

Strategic Planning Valuation Economics Startups 69

VCFO

MAY 5, 2022

Unless it is a simple, small business, the valuation of the business can be complicated. Engaging valuation expertise is a good way to pave the path to success. Selling to family members, employees, strategic buyers, or private equity all have very different strategies. Third, clearly understand the ultimate exit goal.

Sales 76

Sales Mergers and Acquisitions (M&A) Planning Valuation 76

Barry Ritholtz

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. It pushes valuations higher over time. 00:04:02 That’s what value add software was originally.

Concentration 69

Concentration Marketing Valuation Investments 69

CFO Simplified

FEBRUARY 6, 2022

One of the major risk factors in exiting your business lies in succession planning. . Forbes outlines five reasons advisor succession plans fail: Unrealistic expectations for a business valuation. Not finding a good match. Inadequate successor mentoring. Not integrating the successor early enough.

Planning 52

Planning CFO Leadership Communication 52

Barry Ritholtz

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. How, how did you look at this and then how did you stand up? That whole distressed debt department at city 00:06:31 [Speaker Changed] Banks are wanting to sell?

Restructuring 59

Restructuring Leverage Investments Banking 59

Barry Ritholtz

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. And so Goldman’s valuation is around, you know, 110, $120 billion; and Morgan Stanley’s is around 170. They were really an M&A machine.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Banking Investments Restructuring 103